Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jamie Teresa PerseJ.P. Morgan Securities LLCCitizens Securities, Inc.06-15-2019
Brandy Marie DennisJ.P. Morgan Securities LLCEdward Jones05-24-2019
Adam Ahmed MarhariJ.P. Morgan Securities LLCThe Huntington Investment Company05-22-2019
Holly Jean SmithJ.P. Morgan Securities LLCNationwide Investment Services Corporation04-01-2019
David L Spence Jr.J.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC03-16-2019
Nicholas Scott GelderJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC03-11-2019
Reno Jon TusingJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC02-22-2019
Mark Alan LandskronerJ.P. Morgan Securities LLCCitizens Securities, Inc.02-07-2019
Jamie Lynn SkaggsJ.P. Morgan Securities LLCAmeriprise Financial Services, LLC02-04-2019
Garica Brown Brown CremeansJ.P. Morgan Securities LLCNYLIFE Securities LLC02-04-2019
Tyler J. SchroederJ.P. Morgan Securities LLCAXA Advisors, LLC01-31-2019
Alisa Alexander StathamJ.P. Morgan Securities LLCNorthwestern Mutual Investment Services, LLC01-23-2019
Gerald Lamar OwensJ.P. Morgan Securities LLCVALIC Financial Advisors, Inc.01-22-2019
Brian Victor DavinJ.P. Morgan Securities LLCThe Huntington Investment Company01-18-2019
Melissa Elizabeth PfisterJ.P. Morgan Securities LLCThe Huntington Investment Company01-16-2019
Jacob Lee MillerJ.P. Morgan Securities LLCMML Investors Services, LLC01-14-2019
Andrew Brian ChildsJ.P. Morgan Securities LLCThe O.N. Equity Sales Company01-02-2019
Charles Ryan MooreJ.P. Morgan Securities LLCW&S Brokerage Services, Inc.01-02-2019
Alexander Steven BlackJ.P. Morgan Securities LLCEdward Jones12-12-2018
Renee Ann MilyioriJ.P. Morgan Securities LLCUBS Financial Services Inc.$5011-29-2018
James Lee GronefeldJ.P. Morgan Securities LLCW&S Brokerage Services, Inc.11-08-2018
Daniel Arthur LincolnJ.P. Morgan Securities LLCEdward Jones11-08-2018
Zachary StillmanJ.P. Morgan Securities LLCPNC Investments11-02-2018
Nikky-Lyn Ann MarinkovichJ.P. Morgan Securities LLCJ.P. Morgan Securities LLC11-02-2018
Goran SoldoJ.P. Morgan Securities LLCPruco Securities, LLC.11-02-2018
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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.